WINSLOW ASSET MANAGEMENT INC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BZH | 494K | $10.01M |
 | TTEK | 442K | $14.81M |
 | VRRM | 368K | $8.25M |
 | PHM | 226K | $26.54M |
 | KVUE | 178K | $3.07M |
 | SLB | 170K | $6.53M |
 | MC | 169K | $11.62M |
 | AAPL | 162K | $44.00M |
 | CMCSA | 162K | $4.83M |
 | SCHW | 153K | $15.32M |
 | CHWY | 152K | $5.03M |
 | UBER | 151K | $12.31M |
 | CG | 146K | $8.64M |
 | TER | 141K | $27.33M |
 | WY | 135K | $3.21M |
 | CSCO | 132K | $10.20M |
 | THC | 120K | $23.80M |
 | ORCL | 112K | $21.77M |
 | CNS | 103K | $6.50M |
 | TPR | 103K | $13.21M |
Beazer Homes USA, Inc.
BZH
Shares Held
494K
Value
$10.01M
Tetra Tech, Inc.
TTEK
Shares Held
442K
Value
$14.81M
Verra Mobility Corporation
VRRM
Shares Held
368K
Value
$8.25M
PulteGroup, Inc.
PHM
Shares Held
226K
Value
$26.54M
Kenvue Inc.
KVUE
Shares Held
178K
Value
$3.07M
SLB N.V.
SLB
Shares Held
170K
Value
$6.53M
Moelis & Company
MC
Shares Held
169K
Value
$11.62M
Apple Inc.
AAPL
Shares Held
162K
Value
$44.00M
Comcast Corporation
CMCSA
Shares Held
162K
Value
$4.83M
The Charles Schwab Corporation
SCHW
Shares Held
153K
Value
$15.32M
Chewy, Inc.
CHWY
Shares Held
152K
Value
$5.03M
Uber Technologies, Inc.
UBER
Shares Held
151K
Value
$12.31M
The Carlyle Group Inc.
CG
Shares Held
146K
Value
$8.64M
Teradyne, Inc.
TER
Shares Held
141K
Value
$27.33M
Weyerhaeuser Company
WY
Shares Held
135K
Value
$3.21M
Cisco Systems, Inc.
CSCO
Shares Held
132K
Value
$10.20M
Tenet Healthcare Corporation
THC
Shares Held
120K
Value
$23.80M
Oracle Corporation
ORCL
Shares Held
112K
Value
$21.77M
Cohen & Steers, Inc.
CNS
Shares Held
103K
Value
$6.50M
Tapestry, Inc.
TPR
Shares Held
103K
Value
$13.21M